Adding pictures or excel tables to fields in Sugar.

Hello, I have had many requests to have the ability to copy a excel table into a field in Sugar when salespeople are completing meetings. Does Sugar have a field that allows users to do this? The same question for jpegs.

The user case would be when salespeople are filling out their meetings while in the editing view, they can add a picture or table. Please let me know if there is a solution other than adding it as an attachment on notes.

The module I am targeting this with is Meetings which we renamed Call Reports.

Thank you

  • Hi  ,

    If you want to upload an image into a Sugar field, you can create a custom field of type Image, as documented here:


    Studio - Field Types

    Regarding the question of copy - paste an excel table into a field, you could use the following documentation but replacing Account by Meeting  and instead using the description field I would suggest using the internal_notes field.

    Converting TextArea field into TinyMCE

    Here is an example of how it should look like after completing the process:

    I hope it helps but let me know if you have any questions. 

    Best,

    Francesc